Life Isn't Linear
If you believe a sound plan can be the foundation for achieving great things, you’re in the right place.
Trust your financial future to a team of financial specialists and peers who believe in living well. Your best interests are at the center of our evidence-based approach.
When you choose to work with us, your plan is backed by proven financial planning insights and decades of peer-reviewed financial research showing the right way to invest.
Money, goals, life, and impact — your financial strategy is more than just investment decisions.
Your dreams and passions are too important to leave to chance. A sound financial plan encompasses every aspect of your life and will be the starting point of our work together.
Embark on a personal discovery process to identify elements of your life that will shape the design of your financial strategy.
Together we will build a custom plan with clear objectives and attainable action items, using academic research and financial science to increase your odds of success.
Regular check-ins will help protect your plan and allow you to measure progress toward your goals and adjust as needed.
Whenever you need advice or insight, we will be there. No question or concern is too small.
A Rigorous Academic Approach
Our team utilizes evidence-based strategies to create customized financial plans that help our clients reach their long-term goals.
A Fiduciary Commitment
Your best interest is our only bias. We are committed to your well-being every step of the way.
National Thought Leaders
A deep bench of specialists support us with the latest investment and planning insights.
Sustainability - Impact Beyond Returns
Invest globally in companies that align with the causes you care most about, without sacrificing your performance goals.
A truly holistic approach to your financial future may involve close collaboration between your advisor and attorneys, CPAs, and other service providers.
Buckingham Strategic Partners supports independent wealth management firms and advisors to serve their clients and families in achieving their ambitions. They are dedicated to providing solutions that create a more seamless wealth experience for advisors and clients alike. By partnering with Buckingham Strategic Partners, we deliver academically rooted and evidence-based investment solutions towards your financial confidence. As a member of this nationwide community, we provide collective wisdom and resources to help build and protect our clients’ wealth.
Charles Schwab was founded in 1973 with the objective of making investing accessible to the public. Since its founding, Schwab has become a leader in the financial industry and the most robust custodian of Registered Investment Advisor (RIA) assets, offering custodial, operational, practice management and trading support to over 7,500 independent RIA firms.
TD Ameritrade provides one of the industry’s most advanced trading platforms. The company has also won several awards for its superior customer support and state-of-the-art educational resources — helping investors make smarter, more informed decisions.
Yes. Due to the time-intensive, comprehensive, accountability-focused nature of our work, we best serve individuals with at least $1 million in investable assets (including 401(k) plan assets), or those whose financial situations tend to be more complex. For new clients who don't meet this investment minimum, our minimum annual fee is $7,500.
We implement an evidence-based investment strategy. Decades of objective, peer-reviewed financial research guides our recommendations. As your advisor, we will help you ignore the market’s uncontrollable elements and maximize those that can be managed — such as reducing costs, managing investment risks through global diversification, and avoiding hyperactive trading generated by reactionary emotions.
We hope so, although we’re not for everyone. Are you seeking a partner to help oversee your interests and create better outcomes so you can focus on the things that give you energy? Have the demands on your time limited your availability to manage your financial life well? Do you agree that “speculative” investments — such as hedge funds and private equity — are likely expensive distractions? Do you you relish delegating financial tasks to have a coordinated plan in place? If so, we look forward to speaking with you. If you are looking for ad hoc investment tips, we’re probably not the best fit.
We've designed our structure to minimize conflicts of interest. We are a fee-based, Registered Investment Advisor (RIA) and a fiduciary. We are paid via a percentage of the assets we manage.
If you’re ready to have a conversation or you’re wondering if we may be a good fit, we’d love to hear from you.
6 Knoll Lane Suite B
Mill Valley, Ca 94941
Phone: (415) 383-8404
1101 Fifth Avenue, Suite 220
San Rafael, CA 94901
Phone: (415) 464-4288
505 Pleasant St Suite 303
St. Joseph, MI 49085
Phone: (269) 983-3030
160 Rail Rd, Suite 4
Chesterton, IN 46304
Phone: (844) 687-5342